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AHL Investment Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History

AHL Investment Management’s Portfolio BSV Stock Details BSV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$3.37M Sell
42,709
-2,205
-5% -$173K 2.3% 15
2025
Q2 		$3.53M Sell
44,914
-49
-0.1% -$3.83K 2.36% 14
2025
Q1 		$3.52M Buy
44,963
+1,087
+2% +$84.4K 2.43% 14
2024
Q4 		$3.39M Buy
43,876
+12,109
+38% +$940K 2.37% 15
2024
Q3 		$2.5M Buy
31,767
+1,174
+4% +$91.4K 1.72% 21
2024
Q2 		$2.35M Buy
30,593
+2,985
+11% +$228K 1.72% 22
2024
Q1 		$2.12M Sell
27,608
-650
-2% -$49.9K 1.62% 25
2023
Q4 		$2.18M Sell
28,258
-42
-0.1% -$3.18K 1.78% 22
2023
Q3 		$2.13M Buy
28,300
+2,600
+10% +$196K 1.89% 20
2023
Q2 		$1.94M Sell
25,700
-40
-0.2% -$3.05K 1.73% 22
2023
Q1 		$1.97M Buy
25,740
+1,403
+6% +$106K 1.81% 21
2022
Q4 		$1.83M Buy
24,337
+10,994
+82% +$825K 1.7% 24
2022
Q3 		$998K Buy
13,343
+2,700
+25% +$206K 1.03% 33
2022
Q2 		$817K Buy
10,643
+775
+8% +$59.7K 0.82% 35
2022
Q1 		$769K Sell
9,868
-209
-2% -$16.6K 0.7% 36
2021
Q4 		$815K Buy
+10,077
New +$820K 0.74% 37

Other funds holding BSV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AHL Investment Management's BSV Position: Q3 2025 in Review

AHL Investment Management reduced its Vanguard Short-Term Bond ETF (BSV) stake by 4.9% in Q3 2025, selling an estimated $173K and leaving 42,709 shares worth $3.37M. The position accounts for 2.3% of the portfolio, ranked #15.

AHL Investment Management first reported a position in BSV in Q4 2021 and has held it in 16 quarters since. The position peaked at $3.53M in Q2 2025. 1,213 funds tracked by Wall St. Rank hold BSV as of Q3 2025.

  • AHL Investment Management held 42,709 shares of Vanguard Short-Term Bond ETF worth $3.37M as of Q3 2025.
  • AHL Investment Management sold 2,205 Vanguard Short-Term Bond ETF shares in Q3 2025, an estimated $173K.
  • Vanguard Short-Term Bond ETF made up 2.3% of AHL Investment Management's portfolio in Q3 2025, its #15 holding.
  • AHL Investment Management first reported a position in Vanguard Short-Term Bond ETF in Q4 2021 and has held it in 16 quarters since.
  • AHL Investment Management's Vanguard Short-Term Bond ETF position peaked at $3.53M in Q2 2025.
  • 1,213 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2025.

Based on AHL Investment Management's 13F filing for Q3 2025, filed 2 Oct 2025.